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| New England Research & Management Inc
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|---|---|
| CRD # | 110739 |
| SEC # | 801-14380 |
| CIK # | 0001596077 |
| AUM | 285.2 M (2025-12-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-212-1704 |
| Address | 53 West Jackson Blvd Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 14.6 | ||
| Apple Inc | 12.0 | ||
| United Rentals Inc /DE | 10.4 | ||
| Quanta Services Inc | 10.3 | ||
| GE Vernova Inc | 7.6 | ||
| Johnson & Johnson | 7.5 | ||
| AbbVie Inc | 6.2 | ||
| Microsoft Corp | 5.9 | ||
| CSX Corp | 5.9 | ||
| Visa Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 30.4 |
| (b) Individuals (high net worth individuals) | 75 | 247.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 285.2 |
| By Discretionary | ||
| Discretionary | 376 | 284.3 |
| Non-Discretionary | 1 | 0.8 |
| Total | 377 | 285.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.2 | |
| Total | 377 | 285.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001596077] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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|
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✚
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